Topics in Configuration & Settings
Introduction to Access Control
Learn the four areas of access EasyBiz lets you control for every teammate, before you set anything up.
Read articleAdding a Teammate Account
Create a new teammate account, send them a sign in link, edit their profile later, or remove them.
Read articleSetting up App Access
Choose which of your apps a teammate can sign in to before you fine-tune any other permission.
Read articleSetting up Data Access
Decide which types of data each teammate can view inside their assigned apps, and how much of it.
Read articleSetting Up Action Control
Pick which write operations a teammate is allowed to perform, with optional limits like time windows and approval gates.
Read articleSetting Up Admin Access
Decide whether a teammate can change settings, manage billing, manage other teammates, handle the chat inbox, or run agent tasks.
Read article
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